Financial Advisor

6 months ago

Bhopal Madhya Pradesh, India Spark Placements Full time

As a Financial Advisor - Research Analyst, you will be responsible for conducting in-depth research and analysis of companies listed on the stock market of India. You will play a crucial role in helping our clients make well-informed investment decisions. This position offers a unique opportunity to work in a dynamic and intellectually stimulating environment, contributing to the financial success of our clients.

**Key Responsibilities**:
**Company Research**:

- Conduct thorough research on companies listed on the Indian stock market.
- This includes analyzing financial statements, understanding business models, assessing industry trends, and evaluating competitive positioning.

**Stock Analysis**:

- Evaluate the performance of individual stocks, their historical data, and their potential for future growth.
- Identify investment opportunities and risks associated with specific stocks.

**Market Analysis**:

- Stay up-to-date with market trends, economic indicators, and global events that can impact the Indian stock market.
- Provide insights into market movements and potential implications for client portfolios.

**Portfolio Recommendations**:

- Collaborate with our financial advisory team to provide investment recommendations based on your research findings.
- Help clients construct and manage diversified portfolios that align with their financial goals and risk tolerance.

**Research Reports**:

- Prepare detailed research reports that summarize your analysis of companies and stocks.
- These reports should be clear, concise, and actionable, assisting clients in making informed investment decisions.

**Client Communication**:

- Present your research findings to clients in a clear and understandable manner.
- Address client queries and concerns, providing guidance and recommendations based on your research.

**Compliance**:

- Ensure all research and recommendations comply with regulatory guidelines and internal compliance policies.

**Continuous Learning**:

- Stay updated on financial markets, investment strategies, and regulatory changes.
- Continuously enhance your knowledge and skills to provide the best possible service to our clients.

**Qualifications**:

- Bachelor’s degree in finance, economics, or a related field. A master’s degree or relevant professional certifications (e.g., CFA) would be a plus.
- Proven experience in financial analysis and research, preferably in the Indian stock market.
- Strong analytical and quantitative skills.
- Excellent written and verbal communication skills.
- Proficiency in financial modeling and analysis tools.
- Ability to work effectively in a team and collaborate with financial advisors.
- A keen understanding of financial markets, economic trends, and investment principles.
- Strong attention to detail and the ability to manage multiple projects simultaneously.

**Salary Range**:

- 20k - 28k/month

**Gender**:

- Female only

**Location**:

- Near Aura Mall, Bhopal
- For more information contact our HR on:

- 7047930137

  • Financial Advisor

    4 months ago

    New Palasia, Indore, Madhya Pradesh, India Riocap Investment advisor Full time

    **Key Responsibilities**: Job Title: Financial Advisor / Analyst **Company**: Rio Capital Investment Advisor (SEBI Registered) **Role Overview**: As a Financial Advisor at Rio Capital, you will drive sales and revenue growth by engaging with clients, understanding their investment needs, and promoting our services. - **Client Acquisition**: Identify and...

  • Financial Advisor

    2 months ago

    Vijay Nagar, Indore, Madhya Pradesh, India Riocap Investment advisor Full time

    **Key Responsibilities**: Job Title: Financial Advisor **Company**: Rio Capital Investment Advisor (SEBI Registered) **Role Overview**: As a Financial Advisor at Rio Capital, you will drive sales and revenue growth by engaging with clients, understanding their investment needs, and promoting our services. - **Client Acquisition**: Identify and approach...

  • Financial Advisor

    6 months ago

    Gulmohar Colony, Bhopal, Madhya Pradesh, India sparkindia Full time

    As a Financial Advisor, you will be responsible for conducting in-depth analysis of companies listed on the stock market of India. You will play a crucial role in helping our clients make well-informed investment decisions. This position offers a unique opportunity to work in a dynamic and intellectually stimulating environment, contributing to the financial...

  • Financial Advisor

    4 months ago

    Indore, Madhya Pradesh, India Worthwhiz Financial Services Full time

    1) Financial planning. 2) Portfolio Management. 3)Investment Advice. 4) Market Research. 5)Regulatory compliance. Schedule: - Day shift - Monday to Friday - Morning shift Supplemental Pay: - Performance bonus **Experience**: - total work: 1 year (preferred) Work Location: In person **Speak with the employer** +91 9109340941

  • Financial Advisor

    6 months ago

    Bhopal, India sparkindia Full time

    As a Financial Advisor - Research Analyst, you will be responsible for conducting in-depth research and analysis of companies listed on the stock market of India. You will play a crucial role in helping our clients make well-informed investment decisions. This position offers a unique opportunity to work in a dynamic and intellectually stimulating...

  • Financial Advisor

    6 months ago

    Bhopal, India Vardhana securities Full time

    Financial Advisor Qualification - Graduation Age - 20 to 25 Salary - 10,000 to 15,000 **Salary**: Up to ₹15,000.00 per month Schedule: - Day shift Supplemental pay types: - Performance bonus **Experience**: - total work: 1 year (preferred) Ability to Commute: - Bhopal, Madhya Pradesh (required) Ability to Relocate: - Bhopal, Madhya Pradesh:...

  • Financial Advisor

    6 months ago

    Bhopal, India Niveshment funds Research House Full time

    Job Title: Financial advisor Location: Bhopal. Terms: Full Time Shift. **Salary**: INR 12000 to INR 15000. About Us: - Niveshment is a Equity Research Company. We serve as a Financial Consultancy and a Stock Market Coach into the Security Market. Responsibilities: - Dealing with the Traders or Investors over a phone calls. - Keep regularly updated with...

  • Financial Advisor

    4 months ago

    Vijay Nagar, Indore, Madhya Pradesh, India Equisense Research Full time

    **Key Responsibilities**: Job Title: Financial Advisor / Analyst **Company**: Equisense Research (SEBI Registered) **Role Overview**: As a Financial Advisor at Equisense Research, you will drive sales and revenue growth by engaging with clients, understanding their investment needs, and promoting our services. - **Client Acquisition**: Identify and...

  • Financial Advisor

    1 week ago

    Vijay Nagar, Indore, Madhya Pradesh, India Equisense Research Full time

    **Key Responsibilities**: Job Title: Financial Advisor / Analyst **Company**: Equisense Research (SEBI Registered) **Role Overview**: As a Financial Advisor at Equisense Research, you will drive sales and revenue growth by engaging with clients, understanding their investment needs, and promoting our services. - **Client Acquisition**: Identify and...

  • Financial Advisor

    3 months ago

    Indore, Madhya Pradesh, India master trust ap Full time

    Position: - Financial Advisor We’re seeking who is passionate towards stock market, enthusiastic and ambitious talent to join our team for the following open position at Grovalue pvt ltd Location: - Shalimar township skye corporate Indore Any graduate or post graduate with good communication in Hindi and English can apply Open for Experienced and...

  • Financial Advisor

    6 months ago

    Lucknow, Uttar Pradesh, India Aditya Birla Capital Full time

    Personal financial advisors assess the financial needs of individuals and help them with decisions on investments such as tax laws, and insurance. Advisors help clients plan for short - and long-term goals, such as budgeting for education expenses and saving for retirement through investments. Their duties include **discussing** finances and **financial...

  • Only Female

    6 months ago

    Bhopal, India homekart24 Doorstep Solution Private Limited Full time

    **Job description** **Job description** **Office Timing: 9:00 am to 5:00 pm** Salary**:Commission Based** **Financial Advisor** is entitled for - Generating leads. - Meeting with the leads provided by the company. - Acquisition of new Authorized Person/ Sub-brokers/ Business Associates/ Channel Partners. - Business establishment support to the existing...

  • Financial Advisor

    2 weeks ago

    Lucknow, Uttar Pradesh, India Aditya Birla Capital Full time

    Personal financial advisors assess the financial needs of individuals and help them with decisions on investments such as tax laws, and insurance. Advisors help clients plan for short - and long-term goals, such as budgeting for education expenses and saving for retirement through investments. Their duties include **discussing** finances and **financial...

  • Financial Advisor

    3 months ago

    Lucknow, Uttar Pradesh, India Aditya Birla Capital Full time

    Personal financial advisors assess the financial needs of individuals and help them with decisions on investments such as tax laws, and insurance. Advisors help clients plan for short - and long-term goals, such as budgeting for education expenses and saving for retirement through investments. Their duties include **discussing** finances and **financial...

  • Financial Advisor

    3 weeks ago

    Lucknow, Uttar Pradesh, India Aditya Birla Capital Full time

    Personal financial advisors assess the financial needs of individuals and help them with decisions on investments such as tax laws, and insurance. Advisors help clients plan for short - and long-term goals, such as budgeting for education expenses and saving for retirement through investments. Their duties include **discussing** finances and **financial...

  • Financial Advisor

    2 months ago

    Lucknow, Uttar Pradesh, India Aditya Birla Capital Full time

    This is a **Full-Time** and **Part-Time** hybrid role for a **(Sales) Financial Advisor at Aditya Birla Sun Life Insurance Company Ltd in Lucknow.** The **Sales Advisor (Financial Advisor)** will be **Responsible for Financial Planning, Retirement Planning, Child's future planning, Providing Financial Advice and Managing Investments.** This Role allows for...

  • Trainee Financial Advisor

    4 months ago

    Gwalior, Madhya Pradesh, India Kapital Guard Financial Services Full time

    Knowledge of financial regulations, laws, and industry trends - Proficiency in Microsoft Office, positive attitude and willingness to learn. - Strong communication and interpersonal skills - Ability to work independently and as part of a team - Attention to detail and accuracy - Ability to handle multiple tasks and prioritize workload - Flexibility and...

  • Financial Advisor

    6 months ago

    Noida, Uttar Pradesh, India Tag investments Full time

    **Location** -- Delhi NCR, Noida sector 99, kaushambi, ghaziabad **Roles and responsibilities of Financial Advisor / Dealer** 1) Acquiring and servicing customers for equity & derivative broking. 2) Responsible for revenue generation in terms of brokerage from existing and new clients by offering the products. 3) According to client portfolio advice them...

  • Financial Advisor

    4 weeks ago

    Gomtinagar, Lucknow, Uttar Pradesh, India Aditya Birla Capital Full time

    This is a **Full-Time** and **Part-Time** hybrid role for a **(Sales) Financial Advisor at Aditya Birla Sun Life Insurance Company Ltd in Lucknow.** The **Sales Advisor (Financial Advisor)** will be **Responsible for Financial Planning, Retirement Planning, Child's future planning, Providing Financial Advice and Managing Investments.** This Role allows for...

  • Financial Advisor

    2 months ago

    Lucknow, Uttar Pradesh, India Aditya Birla Sun Life Insurance Full time

    Financial advisors advise clients on investments, taxes, estate planning, college savings accounts, insurance, mortgages, and retirement. - Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan. - Answering client questions about...